See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,522 | $211,958-1.1% | $169,463+23.6% | $135,375+54.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.72% | 3.26%-5.0pp | 1.83%-3.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,750 | $5,120-65.8% | $4,159-57.9% | $4,779-63.4% |
| Participant deferral / active EE | $7,423 | $6,075+22.2% | $5,277+40.7% | $5,609+32.4% |
| Admin fee / account holder | $41 | $11,471-99.6% | $9,109-99.6% | $10,827-99.6% |